Home Screen: Difference between revisions
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[[File:Sage 300 open orders.png|thumb]] | [[File:Sage 300 open orders.png|thumb]] | ||
Open Orders - Customer Orders (orders with OrderType in ('S','B')) | Open Orders - Customer Orders (orders with OrderType in ('S','B')) | ||
[[File: | [[File:Sage 300 open quotes.png|thumb]] | ||
Open Quotes - Customer Quotes (orders with OrderType in ('Q','P')) | Open Quotes - Customer Quotes (orders with OrderType in ('Q','P')) | ||
Revision as of 09:40, 9 April 2024
The Home screen contains an Accordian control with lists in them.
Overdue - Customers who are X amount of days overdue (this is configurable)
Open Orders - Customer Orders (orders with OrderType in ('S','B'))
Open Quotes - Customer Quotes (orders with OrderType in ('Q','P'))
Layout
- Refresh button to refetch from the server
- Toggle the list item
- Click to view the AR Customer summary (in the Open Orders/Quotes the icon opens AR Customer Order)
- Toggle the Primary accordian
